Purchases and Sales Made in Q1 2025 in International Business Machines Corp (IBM)
This table provides information about the institutional ownership of International Business Machines Corp (IBM) during Q1 2025. The information is specifically focused on institutions that hold shares of INTERNATIONAL BUSINESS MACHINES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-423- 2.64% |
$92K - $112K
|
15.6K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-425- 10.07% |
$92.4K - $113K
|
3.79K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-427- 2.3% |
$92.8K - $113K
|
18.1K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-428- 1.57% |
$93K - $113K
|
26.8K
$7.61M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-430- 5.33% |
$93.5K - $114K
|
7.63K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-433- 1.07% |
$94.1K - $115K
|
40K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-434- 20.46% |
$94.4K - $115K
|
1.69K
$479K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-436- 10.89% |
$94.8K - $115K
|
3.57K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-436- 18.84% |
$94.8K - $115K
|
1.88K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-441- 4.52% |
$95.9K - $117K
|
9.32K
$2.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-444- 5.4% |
$96.5K - $118K
|
7.79K
$2.21M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-445- 19.18% |
$96.7K - $118K
|
1.88K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-450- 11.0% |
$97.8K - $119K
|
3.64K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-452- 13.93% |
$98.3K - $120K
|
2.79K
$792K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-452- 1.7% |
$98.3K - $120K
|
26.1K
$7.41M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-458- 1.49% |
$99.6K - $121K
|
30.2K
$8.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-459- 9.57% |
$99.8K - $122K
|
4.34K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-462- 21.02% |
$100K - $122K
|
1.74K
$493K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-463- 0.7% |
$101K - $123K
|
65.9K
$18.7M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-465- 4.23% |
$101K - $123K
|
10.5K
$2.99M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-471- 18.19% |
$102K - $125K
|
2.12K
$601K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-473- 2.79% |
$103K - $125K
|
16.5K
$4.68M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-484- 28.55% |
$105K - $128K
|
1.21K
$344K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-485- 16.05% |
$105K - $128K
|
2.54K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-487- 40.52% |
$106K - $129K
|
715
$203K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-489- 21.5% |
$106K - $129K
|
1.79K
$507K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-490- 6.66% |
$107K - $130K
|
6.87K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-493- 12.54% |
$107K - $131K
|
3.44K
$976K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-493- 16.09% |
$107K - $131K
|
2.57K
$730K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-494- 36.14% |
$107K - $131K
|
873
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-495- 25.82% |
$108K - $131K
|
1.42K
$404K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-495- 7.75% |
$108K - $131K
|
5.9K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-496- 19.47% |
$108K - $131K
|
2.05K
$582K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-497- 8.58% |
$108K - $132K
|
5.3K
$1.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
SELL
|
- |
-500- 4.2% |
$109K - $132K
|
11.4K
$3.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-500- 4.84% |
$109K - $132K
|
9.83K
$2.79M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-500- 5.08% |
$109K - $132K
|
9.34K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-500- 45.45% |
$109K - $132K
|
600
$170K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-500- 19.33% |
$109K - $132K
|
2.09K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-506- 5.45% |
$110K - $134K
|
8.77K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-509- 1.21% |
$111K - $135K
|
41.6K
$11.8M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-510- 13.36% |
$111K - $135K
|
3.31K
$938K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-516- 0.04% |
$112K - $137K
|
1.18M
$335M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-519- 33.31% |
$113K - $137K
|
1.04K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-519- 24.81% |
$113K - $137K
|
1.57K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-522- 3.21% |
$113K - $138K
|
15.8K
$4.47M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-523- 13.8% |
$114K - $138K
|
3.27K
$927K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-525- 3.56% |
$114K - $139K
|
14.2K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-525- 4.07% |
$114K - $139K
|
12.4K
$3.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-529- 33.42% |
$115K - $140K
|
1.05K
$299K
|